The deliverable is the plan, not the deck. You leave with something you can execute on Monday.
How We Work
One team.
Six stages.
Two of our founders do enterprise business intelligence and data Monday to Friday, certified in Power BI and the Power Platform (PL-400, DP-600). We ship our own product, Ledger247.
Planning & Strategy
Brand & Identity
Systems & Implementation
Intelligence & Analytics
Enablement & Knowledge
Consultation
The Method
Stages one through five build it. Stage six keeps it running.
Led by a brand designer who does it for a living. We build the site you would point a customer to, not the one you apologize for.
Most software problems are not a missing tool. They are five tools that do not talk to each other. We start from how your business runs. When a service firm needs its books, invoicing, clients, and pipeline in one place, that is Ledger247, the accounting product we build and ship ourselves.
This is where we are strongest. When your reports disagree and board prep is stitched together the night before, this is the stage that fixes it. If the data exists, we make it say the same thing twice.
We do not write a single DAX measure the team cannot read six months later.
Row-level security is not optional. If the model serves more than one user, it ships before the first dashboard, not after the first leak.
One definition per metric. We surface the ambiguity, drive a decision, document it, and move on.
Every system we build comes with the documentation, walkthroughs, and training your team needs to own it. The measure of a good engagement is that you stop needing us for the day to day. See the community program →
Once you own the build, we stay reachable on your terms. Same team, same context, less often and more strategic. You keep the independence and still have a senior number to call.
Stage 01 of 06
Engagement Shapes
Four ways we plug in.
🧭 Fractional leadership
A senior CIO, CTO, or CDO for a few days a month. The decisions that are too big to guess at.
RetainerMulti-month
🛠 Project build
One thing, built and shipped: a Power BI environment, a CRM, a website, a custom app. Defined scope.
Fixed scopeTime-bound
🚑 Diagnostic and rescue
Audit a stalled build, fix a broken system, untangle a CRM that fought back. The deliverable is a working fix, not a report.
TargetedTime-bound
🤝 The whole build
Every stage, run by one team you keep the whole way through. One contact, no handoffs.
Multi-stageLong-form
Fit Call
Not sure we are the right fit? Let's find out.
A small senior team that builds, and tells you straight if you do not need us. You will hear where you are, what we would recommend, and a direct yes or no on whether we are the team for it.
What happens next
01Tell us what is broken.
02We reply with the right stage to start at, not a generic sales pitch.
03If there is a fit, we scope it. If not, we say so.